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Artikelen van Schroders

What happens to high yield bonds in times of market stress

What happens to high yield bonds in times of market stress

🕔18:01, 23.okt 2019

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty The current macroeconomic backdrop is creating challenges for investors. Global growth is slower and inflation is benign. Meanwhile, central banks

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Disruption from climate change is only just beginning for investors

Disruption from climate change is only just beginning for investors

🕔16:07, 15.okt 2019

We are just at the beginning of a very long period in which climate change will have a signicant, and increasing, eect on markets. New research suggests investors are not ready.  Financial markets remain unprepared for the extent of disruption

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Trade war déjà vu is scant comfort to investors

Trade war déjà vu is scant comfort to investors

🕔15:03, 15.okt 2019

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.  Beset by slowing domestic economies and under pressure to end a damaging trade war, Xi Jinping

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Is oil’s relationship with energy stocks slipping?

Is oil’s relationship with energy stocks slipping?

🕔15:51, 9.okt 2019

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening? Typically, the US energy sector trades in tandem with oil prices. The sector is largely made up of

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Gloomy week for US data puts spotlight on the Fed

Gloomy week for US data puts spotlight on the Fed

🕔14:46, 9.okt 2019

US hiring and wage growth missed estimates in September. This puts more pressure on the Federal Reserve (Fed) to cut interest rates for the third time this year, especially as it comes after a slew of disappointing US data this

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Quarterly markets review – Q3 2019

Quarterly markets review – Q3 2019

🕔13:43, 9.okt 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.  It was a mixed quarter for shares, with developed markets making small gains while emerging

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Asset Allocation

Asset Allocation

🕔09:10, 3.okt 2019

Asset Allocation

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The fund industry’s wake-up call: how investors want us to act

The fund industry’s wake-up call: how investors want us to act

🕔13:06, 2.okt 2019

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative.  But the future of our planet doesn’t just dominate news and social media, it is part of our conversations

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How will today’s consumption tax rise affect Japan’s economy?

How will today’s consumption tax rise affect Japan’s economy?

🕔12:02, 2.okt 2019

In a weak global environment, the tax increase underlines Japan’s long-term scal challenges. In a long-awaited move for Japanese economists, investors and policymakers, today Japan raised Value-Added-Tax (VAT) – otherwise known as the consumption tax – from 8% to 10%.

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Economic and Strategy Viewpoint October 2019

Economic and Strategy Viewpoint October 2019

🕔10:53, 2.okt 2019

Hopes of a trade deal between the US and China have helped risk assets of late, but there is little evidence of recovery in the survey data. There is evidence though that investors had became too gloomy in the US

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Global Investor Study Beleggersgedrag: hebben mensen controle over hun persoonlijke financiën?

Global Investor Study Beleggersgedrag: hebben mensen controle over hun persoonlijke financiën?

🕔18:49, 30.sep 2019

Inzicht in persoonlijke gedragsneigingen en motieven is belangrijk om de juiste beleggingsbeslissingen te nemen. Mensen die beleggen moeten keer op keer beslissen welke beleggingen ze moeten kiezen, elk met unieke risico’s en potentiële rendementskansen. In de Global Investor Survey 2019

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Economic and Strategy Viewpoint September 2019

Economic and Strategy Viewpoint September 2019

🕔11:56, 27.sep 2019

We are downgrading our forecasts for global growth as a consequence of the recent escalation of the trade wars between the US and China. We now expect 2.6% GDP growth this year and 2.4% next (previously 2.8% and 2.6% respectively).

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Three ways you can prepare for tougher markets

Three ways you can prepare for tougher markets

🕔12:41, 26.sep 2019

Economic, market and regulation challenges mean the future is likely to be more dicult than the past. Here are three ways that pension funds can overcome these obstacles.

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Why as an investor I’m looking through Brexit fears

Why as an investor I’m looking through Brexit fears

🕔08:30, 20.sep 2019

Following the twists and turns in Westminster of the past few weeks I expect many more market participants will simply place UK equities in the “too difficult” basket. Anecdotal stories of overseas investors selling their last UK stocks could start

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Infographic: A snapshot of the world economy in September 2019

Infographic: A snapshot of the world economy in September 2019

🕔13:43, 19.sep 2019

 Infographic: A snapshot of the world economy in September 2019

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Can we avoid an energy crunch?

Can we avoid an energy crunch?

🕔12:39, 19.sep 2019

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.

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Is gold the place to hide from negative yields?

Is gold the place to hide from negative yields?

🕔13:00, 18.sep 2019

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

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Measuring the market impact of geopolitics

Measuring the market impact of geopolitics

🕔17:33, 12.sep 2019

Part 1: Why geopolitical risk is rising In our recent Inescapable Truths we highlighted geopolitical risk as one of the potential disruptions investors will have to grapple with in the coming years. We argued that a heightened level of geopolitical

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Measuring the market impact of geopolitics

Measuring the market impact of geopolitics

🕔16:26, 11.sep 2019

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

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How trade wars are weakening the BRICs

How trade wars are weakening the BRICs

🕔15:31, 11.sep 2019

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

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Six reasons why it can make sense to buy a bond with a negative yield

Six reasons why it can make sense to buy a bond with a negative yield

🕔17:49, 5.sep 2019

Investing in a negative yielding bond eectively locks in a loss, but can still be a rational thing to do. Here we look at six reasons why. The collapse in global bond yields since late last year has reverberated through

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How trade wars are rocking the wobbly world economy

How trade wars are rocking the wobbly world economy

🕔13:30, 5.sep 2019

Following the latest escalation of tensions, we are downgrading our forecasts for growth.  The trade wars are taking a toll on the outlook for the world economy. We now expect global growth of 2.6% this year and 2.4% next (previous

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Our multi-asset investment views – August 2019

Our multi-asset investment views – August 2019

🕔13:56, 2.sep 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds. 

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔10:56, 26.aug 2019

Global economy: teetering on the edge – We are downgrading our forecasts for global growth as a consequence of the recent escalation of the trade wars between the US and China. We now expect 2.6% GDP growth this year and

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What do low (and falling) US interest rates mean for real estate and securitised credit investors?

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

🕔11:45, 22.aug 2019

Most real estate assets are financed with mortgages, and the 10-year US Treasury yield is a common benchmark for interest rates on mortgage loans. With the 10-year Treasury yield at 1.7% and the Federal Reserve (Fed) lowering short term rates,

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